See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,972 | $78,672-35.2% | $109,143-53.3% | $85,850-40.6% |
| Participation rate | 75.9% | 68.3%+7.6pp | 75.9%0pp | 69.3%+6.5pp |
| Annual return | 14.54% | 25.09%-10.5pp | 25.75%-11.2pp | 318.53%-304.0pp |
| Employer contribution / active EE | $2,653 | $2,735-3.0% | $3,722-28.7% | $2,565+3.4% |
| Participant deferral / active EE | $4,413 | $3,467+27.3% | $4,653-5.2% | $3,952+11.7% |
| Admin fee / account holder | $482 | $5,469-91.2% | $6,752-92.9% | $6,260-92.3% |